Productivity & Communication
The AI-Powered Administrative Professional
The AI-Powered Administrative Professional takes you from task executor to strategic partner. It is a complete, module-by-module program on using Microsoft Copilot at work: safely, accurately and with measurable impact.
You'll start with an AI readiness assessment that builds your personal learning roadmap, learn which Copilot to reach for (Copilot Chat, Microsoft 365 Copilot or Copilot Studio) and where it appears across Microsoft 365, and find out exactly what your organization allows. Then come the professional standards: how Copilot uses your Microsoft 365 information, permissions and appropriate use, protecting confidential executive information, spotting hallucinations and verifying answers, and keeping a human accountable for the result.
The prompting modules teach the CREATE method and how to control sources, time frames, tone, format and length, with hands-on labs, a workbook you build as you go, and a scenario-based skills assessment.
Course curriculum
Module 1 · The AI-Powered Administrative Professional
8 lessonsModule 2 · How Copilot Uses Your Microsoft 365
6 lessonsModule 3 · Why Clear Prompts Produce Better Results
18 lessonsIf you have ever typed a request into Copilot, ChatGPT, or Claude and received something vague, overly wordy, too casual, or simply not useful, you are in exactly the right place. The problem is rarely that you are “bad at AI.” Most of the time, the tool simply did not receive enough direction to understand the role it should play, the result you need, the details that matter, the audience you are serving, or the tone the message should carry.
Module 4 · Drafting Follow-Ups & Reminder Messages
8 lessonsEmail is where decisions are proposed, commitments are made, deadlines change, stakeholders raise concerns, and important requests quietly disappear beneath new messages. As an administrative professional, you are often the person expected to find the signal, protect the executive’s voice, and make sure nothing important falls through the cracks. This module gives you a practical system for doing that work with greater speed, structure, and confidence.
Module 5 · The AI-Powered Administrative Professional
16 lessonsThis module is designed to help you manage an executive’s calendar with the perspective of a strategic partner and the care of a trusted advisor. You will learn to look beyond whether meetings fit and ask stronger questions: Does this week reflect the executive’s top priorities? Is the workload sustainable?
Module 6 · Summarizing Meetings & Conversations
8 lessonsMeetings do not create value simply because people attended them. The value appears when important ideas are understood, decisions are captured accurately, commitments are assigned, follow-up happens, and the next conversation begins with everyone prepared. As an administrative professional, you often connect all of those pieces.
Module 7 Excel · Drafting Executive-Ready Documents
8 lessonsAdministrative professionals create the documents that help organizations communicate, operate, and decide. You may begin with a blank page, scattered meeting notes, an outdated process, two conflicting versions, or a 40-page report your executive has five minutes to read. This module teaches you to use Copilot in Word to bring structure and clarity to each of those situations without giving up human judgment.
Module 8 Excel · Preparing Data for Copilot in Excel
9 lessonsIf spreadsheets have ever felt overwhelming, you can set that pressure down right now. You do not need to know every formula or feature before you begin. You only need curiosity, a willingness to practice, and permission to learn one confident step at a time.
Module 9 · Creating Presentations From Prompts
9 lessonsWhether you are creating a leadership update, board presentation, training deck, project briefing, client proposal, or event recap, you are in the right place. If PowerPoint has ever made you wonder where to begin—or how to turn too much information into a clear story—you can take a breath. This module is designed for administrative professionals who are often responsible for turning scattered ideas, detailed reports, and last-minute requests into presentations that leaders can actually use.
Module 10 · What Belongs in an Executive Brief
7 lessonsYou are about to build one of the most valuable skills an administrative professional can offer: the ability to turn a busy stream of information into a brief that helps a leader understand, decide, and act. If you have ever wondered what to include, what to leave out, or how to make your update feel more strategic, you are exactly where you need to be. Your understanding of the executive, the organization, the people involved, and the current priorities is the heart of the process.
Module 11 · Researching & Comparing Travel Options
8 lessonsThis is where your ability to organize details becomes something even more powerful: the ability to create smooth experiences, executable plans, and calm responses when circumstances change. You do not have to hold every confirmation, dependency, preference, deadline, and backup plan in your head. Across eight interactive classes, you will learn how to use Copilot to research, compare, organize, draft, question, and summarize.
Module 12 · From Prompts to Repeatable Systems
7 lessonsThis is the moment where individual AI skills begin working together as systems. Instead of starting from scratch every time a recurring task appears, you will learn how to design a clear process that can be repeated, reviewed, handed off, measured, and improved. You already understand more about workflows than you may realize.
Module 13 · Understanding Copilot Agents
10 lessonsModule 13 is where everything you have learned about prompts, documents, data, meetings, workflows, and responsible AI begins to come together. You are ready to move beyond asking Copilot for help one task at a time and start thinking like a builder: someone who can recognize a repeated need, define a safe solution, shape its behavior, test it, and help others use it successfully. Please do not let words like agent, action, or publishing make you question whether you belong here.
Module 14 · Claude Mastery Course Coverage & Gap Analysis
9 lessonsYou have spent this training learning how to use Copilot across email, calendars, meetings, documents, data, presentations, briefings, travel, projects, workflows, and agents. Module 14 is where you pause, gather the evidence, and tell the story of what all that growth makes possible. Administrative professionals often create enormous value quietly.
